Margetts Greystone Funds

Important information: Investment in the below funds may not be suitable for everyone. If you are in any doubt please contact your financial adviser. Investors or potential investors should only rely on information included in the current Simplified Prospectus or Prospectus documents as amended from time to time.

Please click on any of the below for a fund fact sheet: 

• Margetts Greystone Cautious Managed  
• Margetts Greystone Balanced
• Margetts Greystone Global Growth
• Margetts Greystone Sagacious  

Both the UK and International Equity funds [as they were known] received a 3 star rating from Morningstar which ranked them in the top third of funds for performance. Lipper deemed the UK Equity (now the Margetts Greystone Balanced Managed) fund to be a leader (top 20%) in terms of preservation of capital and the International Equity (now the Margetts Greystone Global Growth) fund to be Leader in consistency and total returns and capital preservation.

Please note that the above accreditations are as at June 2009. They should not be construed as a constant reflection of performance remembering of course that past, simulated past or future projected returns is not a reliable indicator of future performance and may not be repeated.